With OfficeClip CRM all contact information is available to every user of your organization. The administrator ensures information security by controlling the amount of information users have access to.
The following are important features of the CRM:
Various related items such as tasks, appointments, issues, campaigns, documents and time associated with each contact can be easily managed and reported.
You can search the details of a contact by individual fields, by doing a Google-like search on all the fields or by creating filters to sort out details that you specify.
Information can be imported or exported in CSV files or XML files.
Contacts can be synchronized with Google Contacts and Microsoft Outlook.
You can track the changes made to a contact by looking at the history of all actions performed on it.
You can create and schedule different types of reports.